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Xero Cloud and Excel Basic to Advance Combo Training Pack
Rating: 4.5 out of 5(16 ratings)
272 students

Xero Cloud and Excel Basic to Advance Combo Training Pack

become confident using Xero and Excel from a Beginner to Advisor all in this Xero and MS Excel complete online course
Created bySaad Nadeem
Last updated 10/2023
English

What you'll learn

  • Everything you need to know to become a confident Xero user
  • How to register with Xero and set up your account quickly and accurately
  • Learn about invoice layout for selling, creating, and invoicing
  • How to enter a purchase invoice, including attaching a reserve
  • Learn how to make an offer and send it to your customers
  • How to prepare and issue orders
  • Learn all about adding a bank account, connecting to your Xero account, and the excellent Xero bank coordination
  • How to create a report that you can then print or download
  • Find out all about Xero VAT and how to set up and review your VAT refund
  • How to Track Your Fixed Assets on Xero
  • How to set up and run unique payroll in Xero

Course content

1 section • 57 lectures • 4h 44m total length

  • Creating a Xero Trial Account5:54

    Learn how to create a free one-month trial of Xero cloud accounting, set up a browser-based account without installation, and enter basic business details to start training.

  • Introduction to Assignment8:23

    Create a UK based company in zero cloud accounting, select computer services, auto generate the chart of accounts, and customize dashboards and reports for efficient bookkeeping.

  • FAQs1:03
  • Installing Pdf Viewer1:51
  • Adding VAT info to the settings2:09

    Navigate to financial settings in Xero, switch from accrual to cash where needed, set the tax exclusive option, and configure quarterly periods to add vat info and save your preferences.

  • Adding Reports to Accounting Tab1:23
  • Understanding The Scenario3:04
  • Editing and Adding Chart of Accounts8:56

    Edit and add chart of accounts in Xero by searching, renaming assets like office equipment and furniture, and creating bank and petty cash accounts with proper account codes.

  • Opening Balances and Report Extraction in Xero7:52
  • Creating and Amending Nominal Ledgers5:45
  • Chart of Accounts Report0:57
  • Entering Customers7:28

    Enter new customers and suppliers in Xero by adding company names, account numbers, addresses, and primary contacts, then save records and add additional contacts as needed.

  • Entering Vendors6:08
  • Extract Contact Reports1:53

    Learn to extract a customers and suppliers report from contacts, then customize the extracted report by selecting columns, auto-adjusting widths, deleting unnecessary fields, and saving the final report.

  • Entering Sales Invoice6:55
  • Entering Sales Invoices Part 23:31

    Enter a new sales invoice in Xero for hardware items such as computer ink, cartridges and copier, with tax-inclusive pricing in British pounds, June 1, 2017 and invoice number 6574. Create a computer stationery item CS001, then save, approve, and add further items as shown.

  • How to Delete or void Draft or permanent Invoices1:05
  • Entering Sales Invoices Part 33:48
  • Default Tax Inclusive Settings for Invoices1:44

    Set default tax inclusive settings in invoice options, save, then adjust customer financial settings to tax inclusive so invoices show as inclusive for selected customers.

  • Tax Default Additional Settings in Xero3:46

    Set default tax to inclusive for new contacts and invoices to enable global tracking, then adjust per customer overrides in options, settings, advanced, financial settings.

  • Entering Sales Invoices Part 47:00
  • Entering Sales Invoices Part 58:04

    Enter and approve multiple tax-inclusive sales invoices for June 2017, creating new items and categories as needed, and prepare for credit notes in the next video.

  • Entering Credit Notes in Xero3:09

    Learn how to enter credit notes in Xero after invoicing, including creating, approving, and allocating them to existing invoices with real examples.

  • Extracting Customer Reports5:29
  • Aged Debtors Report4:15
  • Adjusting Inventory Configuration for Purchases3:33
  • Entering Purchase Invoices Part 14:21

    learn how to enter a purchase invoice in xero cloud, set default invoice settings, create a new bill for desktop computers, and configure the approval workflow.

  • Purchase Description Settings to Invoices1:16
  • Entering Purchase invoices Part 26:51
  • Entering Purchase invoices Part 314:25
  • Credit Notes - Dealing With Purchase Returns2:49
  • Supplier Activity Report1:44

    Navigate to accounting > reports, select the supplier invoices report, set the date range from 1 june 2017 to 30 june 2017, update, and export as a pdf.

  • Extracting Aged payable Report1:42
  • Dealing With Customer Payments Receipts in XERO6:38
  • Applying Credit Notes to Invoices2:46
  • Dealing With Supplier Payments in XERO9:13

    Learn to manage supplier payments in Xero by filtering awaiting payments, selecting invoices, and creating payments from a bank current account with narratives and check numbers.

  • Settle and Adjust Credit Notes Against Purchase Invoices2:55
  • Print List of Bank Receipt and Payments1:28
  • Post Sundry Payments in Xero7:23

    Learn to record post sundry payments in Xero using direct debits and standing orders, including creating suppliers, items, accounts, and tax-exempt classifications.

  • Making Payment for Bills Via Credit Card4:56

    Learn how to record credit card payments in Xero by entering credit card details, creating a credit card bank account, and paying pending invoices through the system.

  • Transfer Balance from Credit Card to Bank4:40

    Learn to clear a credit card balance by transferring 542.29 from the bank to the card, aligning the standing direct debit on the due date and reflecting a zero balance.

  • Petty Cash Transactions - Week 112:42

    Master petty cash management by recording weekly spending against a 150 pounds balance, processing bank transfers to reimburse the fund, and reconciling diverse expenses from postage to office supplies.

  • Petty Cash Transactions - Week 210:37
  • Petty Cash Transactions - Week 38:00

    Record and reconcile petty cash transactions across week 3, including window cleaner, postage, office cleaner, petrol, and florist, with tax settings and a bank current account transfer.

  • Petty Cash Transactions - Week 49:04
  • Report on Cash Payments and Receipts1:22
  • Writing off a Bad Debt - Print Customer Statement2:17

    learn to print the statement of the account showing the outstanding balance and record journal entries to write off bad debt, tracing the audit trail and customer activity in Zettl.

  • Write off Bad Debts In Xero4:53
  • Reconciling the Credit Card Statement4:59

    Learn to reconcile credit card statements in Xero by matching transactions, marking them as reconciled, and generating reconciliation reports for a given period.

  • Bank Statement Reconciliation With Import Technique13:44
  • Bank Statement Closing Balances2:24

    Learn to generate and review bank reconciliation reports in Xero for closing balances as of 30 June 2017, view bank statements, handle timing differences, and export or print the result.

  • Reconcile the Petty Cash Account3:04
  • Wages and Salaries7:03
  • Post the Wages Journal5:45

    Enter a payroll journal in Xero by creating a new journal, entering salaries, tax deductions, employee contributions, and employer costs with debit and credit lines, then post.

  • Report Wages Journal1:30

    learn how to extract the british journal report from accounting, locate payroll and manual journal entries, and print a pdf to download the journal entry.

  • Pay Wages Journal Authority Liabilities7:41
  • Thank You0:45

Requirements

  • A computer with internet access is all that's needed

Description

In this Xero Cloud video course, you will learn everything you need to know about Xero Cloud Accounting. software needs to be installed and link is included in the training. We'll take advantage of a 30-day free trial that anyone who registers in the US will get for free. You can also use the Accountants Edition, which is currently free if you are in the US


Very clear step by step instructions show you how to navigate each part of Xero Cloud. We'll do the complete setup together. You will then experience every common type of transaction that can be entered into Xero Cloud Quantum. You will learn how to manage and customize the most important reports in Xero Cloud. You can find and fix data entry errors, and even find everything you've entered into your Xero Cloud account. Projects and tests reproduce real-world challenges I'm going to show you how to use Xero Cloud. You can learn about any industry-specific assignments you might need by watching this topic on Xero Cloud Desktop Videos. In this course, you can apply this particular topic to Xero Cloud Quantum.


The transactions we learned about are what businesses need when using Xero Cloud. We enter customer invoices, sales receipts and payments to the Xero Cloud Accounting By Sage. This training includes depositing and banking related to Xero Cloud, as well as entering supplier accounts and paying invoices in Xero Cloud. This Xero Cloud video training course also covers cash transactions and other cashbacks. I am constantly providing Xero Cloud tips and Xero Cloud tricks so that students have complete control over all their Xero Cloud entries. The main features of Xero Cloud Accounting will help you become an expert at Xero Cloud




I'm here for you if you have questions or need support. I hope you study well and enjoy this course!


Are you looking for a comprehensive training course for Xero?


Are you looking for a job as an accountant or Xero accountant?


Are you looking to land more clients as a freelancer on Xero?


Would you like to earn the world-renowned Xero Advisors Certificate?


Then my course is something you are looking for!


Whatever your goals, I am here to assist you as an Xero Support Trainer


Welcome to Xero's complete online bookkeeping and bookkeeping course


Knowing about Xero's bookkeeping and bookkeeping program is essential to being a competitive professional and creating more jobs. With bookkeeping moving fast to digital, including filing taxes directly with your tax office, Xero is one of the leading software offering reliable bookkeeping packages for all needs.


This Xero accounting course is a great place to start if you want to study at your own pace whenever you are in.


With lifetime access to this course and no time limit, you can complete it at your own pace.


This course is based on UK demonstration companies and includes:


How to Register for Xero Free Trial;


The navigation pane, including files and folders, manipulates the shortcut window.


Organizational arrangements, including business changes, year-end financial arrangements, embargoes, etc .;


Chart of accounts and information about nominal codes, why we need them, as they are, how to import or edit Xero code;


List of contacts and add customers or vendors, including quick edit options;


Xero inventory and inventory management;


The sales process is detailed from raising prices to collecting sales invoices, sending bank statements, tracking debts and preparing recurring invoices;


Fixed assets and information about the type of depreciation, how to adjust additional assets, or how to import existing assets;


Purchases are processed in detail: from creating orders to converting orders to Xero invoices to only entering invoices directly from the supplier, file upload function for quick review and fast adding of payments;


Upload receipts to the Xero folder and process receipt with step-by-step instructions;


Full description of banking: adding different bank accounts (PayPal, daily, credit card etc), setting up online payments so customers can pay bills, and manually importing bank statements into the complete guide of the bank coordination process with banking rules, shortcuts and learning what to do when something goes wrong.


Lastly - reporting, including reporting on bank coordination, availability, profit and loss, balance sheet.




Who this course is for:

You want to get more customers who are already using Xero or are migrating customers to Xero

You want to learn Xero step by step from basic knowledge to consultant knowledge

Finding extra income and an Xero accountant can be a great option for a flexible side job

You're running your own business and Xero is one of the best software because it's tax-compatible and digital!

Anyone interested in accounting should have a career as an accountant


Want to learn Microsoft Excel and improve your data analysis skills, but don't know where to start?


OR Have you been using Microsoft Excel for a while but don't feel 100% secure?


There is so much information out there. What do you need to be successful at work?


I've selected the basic Excel skills data analyzers need and combined them in a structured course.


In fact, I've put together the most common Excel problems my clients face. I am adding to my 15 years of experience in finance and project management. I've included all the hidden tips and tricks I learned from Excel as an MVP and included EVERYTHING in THIS course. I've also made sure that it really covers Excel beginners.


This practical example will help you understand the full potential of each function. You'll learn how to use Excel for fast and painless data analysis.


There are many useful and time-saving formulas and functions in Excel. We tend to forget what they are when we don't use them. This Microsoft Excel Essentials course will give you the practice you need to best implement the solutions to your assignments. That way, you can achieve more in less time.


By the end of the course, you can be sure that you will showcase your new Excel skills on the job. So you can:


Enter data and navigate large tables


Apply hacks in Excel to get work done faster


Choose the right Excel formula to automate your data analysis (Excel VLOOKUP, IF function, ROUND, etc.).


Use Excel's hidden features to turn cluttered data into precise notes


Get answers from your data


Organize, clean and manage big data


Create attractive Excel reports following a number of spreadsheet design principles


Turn cluttered data into useful charts


Create interactive reports with Excel pivot tables, pivot charts, slicers, and timelines


Import and transform data using tools like Get & Transform (Power Query).


We'll start with the basics of Microsoft Excel to make sure we have the basics right. We move on to advanced topics like conditional formatting, Excel spreadsheets, and Power Query. We cover important formulas like VLOOKUP, SUMIFS, and nested IF functions.


As well as discussing the purpose of a feature or formula, I'll also cover how you can use it with practical examples.


There are challenges and exams along the way to test your new Excel skills.


Your Excel course download notes are available as PDF files. They discuss the most important points. Have it ready and refer to it when you need it.


Who this course is for:

  • All Type of Accountancy Students and Business Owner Who wants to Learn Bookeeping for Their Business

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